证券代码：300558 证券简称：贝达药业 公告编号：2026-001 贝达药业股份有限公司 关于投资杭州知兴制药有限公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 为进一步发挥贝达药业股份有限公司（以下简称"贝达药业"或"公司"）在 生物医药领域的产业优势，围绕高壁垒技术领域持续完善生态圈布局，近日，公司 已与花园集团有限公司（以下简称"花园集团"）完成股权转让交割，公司出资 5,000 万元人民币受让花园集团持有的杭州知兴制药有限公司（以下简称"知兴制 药"或"标的公司"）注册资本人民币 200 万元，投后总占比为 20%（以下简称 "本次投资"）。知兴制药专注于高端吸入制剂开发，核心技术人员行业背景深厚， 已搭建完善的研发与生产体系，具备将产品从实验室到产业化落地的能力。 根据《深圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"）、 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 《深圳证券交易所上市公司自律监管指引第 7 号——交易与关联交易》等法律法规、 规范性文件及《贝达药业股份有 ...

Core Viewpoint - Benda Pharmaceutical's stock has shown a mixed performance with a year-to-date increase of 7.90%, but a significant decline of 12.97% over the past 60 days, indicating volatility in its market position [1]. Financial Performance - For the period from January to September 2025, Benda Pharmaceutical reported a revenue of 2.717 billion yuan, reflecting a year-on-year growth of 15.90%. However, the net profit attributable to shareholders decreased by 23.86% to 317 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 669 million yuan, with 184 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders decreased by 7.99% to 29,500, while the average number of circulating shares per person increased by 8.68% to 14,198 shares [2]. - The stock's trading activity showed a net outflow of 9.349 million yuan from major funds, with significant buying and selling activity from large orders [1]. Company Overview - Benda Pharmaceutical, established on January 7, 2003, and listed on November 7, 2016, is primarily engaged in the research, production, and sales of pharmaceuticals, with 99.10% of its revenue coming from drug sales [1]. - The company operates within the pharmaceutical and biotechnology sector, specifically in chemical pharmaceuticals and formulations, and is involved in various concepts such as ophthalmology, innovative drugs, and precision medicine [1].

责任编辑：小浪快报 1月6日，贝达药业涨0.92%，成交额3.32亿元。两融数据显示，当日贝达药业获融资买入额3270.93万 元，融资偿还3332.09万元，融资净买入-61.16万元。截至1月6日，贝达药业融资融券余额合计7.00亿 元。 截至9月30日，贝达药业股东户数2.95万，较上期减少7.99%；人均流通股14198股，较上期增加8.68%。 2025年1月-9月，贝达药业实现营业收入27.17亿元，同比增长15.90%；归母净利润3.17亿元，同比减少 23.86%。 分红方面，贝达药业A股上市后累计派现6.69亿元。近三年，累计派现1.84亿元。 机构持仓方面，截止2025年9月30日，贝达药业十大流通股东中，兴全商业模式混合(LOF)A（163415） 位居第五大流通股东，持股582.70万股，为新进股东。易方达创业板ETF（159915）位居第六大流通股 东，持股545.55万股，相比上期减少91.23万股。兴全合润混合A（163406）位居第七大流通股东，持股 540.17万股，为新进股东。中欧医疗健康混合A（003095）、南方中证500ETF（510500）退出十大流通 股东之列。 ...

Core Viewpoint - The company, Betta Pharmaceuticals (300558), is committed to complying with legal regulations and exchange rules regarding disclosure obligations, particularly concerning the clinical application of the BPI-572270 project [1] Group 1 - The company has stated that it will timely fulfill its disclosure obligations regarding any significant developments in the BPI-572270 project [1] - The clinical application for the BPI-572270 project is currently under review [1] - The completed work milestones for the project do not fall under the statutory disclosure timelines [1]

Group 1 - The core point of the article is that Beida Pharmaceutical (300558) has clarified its involvement with Hangzhou Jingyao Biotechnology Co., Ltd., stating that the company has not engaged in any actual business since its establishment in October 2025 [1] - Beida Pharmaceutical confirmed that its acquisition of equity in Hangzhou Jingyao only involves the responsibility of contributing to the registered capital, with no additional fees paid [1]

Core Viewpoint - The company has scheduled the disclosure date for its 2025 annual report as April 23, 2026, based on the progress of its business operations [1] Group 1 - The company confirmed that its operations are currently normal [1] - The company advised that information regarding its 2025 operating performance will be disclosed publicly [1]

Policy Developments - The State Council approved the revised draft of the Drug Administration Law Implementation Regulations, emphasizing the importance of timely revisions to drug management laws for ensuring public safety and promoting the healthy development of the pharmaceutical industry [1] Industry Initiatives - Hainan Province aims to develop over six distinctive traditional Chinese medicine health tourism routes by the end of 2028, with a target of cultivating over 1 million mu of medicinal herb planting and breeding areas, and achieving a 15% growth in the overall output value of traditional Chinese medicine [2] Drug and Medical Device Approvals - Xingqi Eye Medicine announced the approval of its atropine sulfate eye drops for children aged 6 to 12, with new product specifications added [1] Capital Market Activities - Sinovac Biotech has repurchased approximately 1.32 million shares, accounting for 0.66% of its total share capital, with a total expenditure of approximately RMB 49.24 million [3] - Dongcheng Pharmaceutical plans to repurchase shares worth between RMB 100 million and RMB 200 million for employee stock ownership plans, with a maximum repurchase price of RMB 18.00 per share [4] - Haizheng Pharmaceutical's major shareholder intends to transfer 6.06% of the company's shares through a public solicitation, pending approval from relevant authorities [5] Strategic Collaborations - Sinopharm Holdings and Betta Pharmaceuticals have signed a strategic cooperation agreement to enhance collaboration and create a new efficient pharmaceutical supply chain ecosystem [6] Personnel Changes - The independent director of Nanxin Pharmaceutical, Shen Yunqiao, has resigned for personal reasons, and will continue to fulfill his duties until a new independent director is elected [7]

Core Viewpoint - The strategic cooperation signing ceremony and project launch meeting between China National Pharmaceutical Group (Sinopharm) and Betta Pharmaceuticals was held, indicating a commitment to deepen collaboration and create a new ecosystem for an efficient pharmaceutical supply chain [1] Group 1 - Sinopharm and Betta Pharmaceuticals aim to enhance cooperation and work together towards a synergistic and efficient pharmaceutical supply chain [1]

Core Viewpoint - The strategic cooperation between China National Pharmaceutical Group (Sinopharm) and Betta Pharmaceuticals represents a strong alliance between an innovative pharmaceutical company and a supply chain giant, aiming to create a new ecosystem for an efficient pharmaceutical supply chain [1] Group 1: Strategic Cooperation - The signing ceremony for the strategic cooperation between Sinopharm and Betta Pharmaceuticals took place at Betta's headquarters [1] - This partnership is seen as a model of complementary strengths between an innovative drug company and a supply chain leader [1] - Both companies aim to deepen their collaboration and create a synergistic and efficient pharmaceutical supply chain ecosystem [1] Group 2: Company Statements - Sinopharm's Vice President, Hu Ligang, expressed satisfaction with the strategic cooperation, emphasizing the integration of internal resources and optimization of service models to support innovative companies like Betta [1] - Betta Pharmaceuticals' Chairman, Ding Lieming, acknowledged the significant support from Sinopharm in Betta's commercialization process, highlighting the importance of this partnership in enhancing collaborative innovation outcomes [1]

Core Insights - The domestic pharmaceutical industry faced unprecedented challenges in 2025 due to policy adjustments, capital withdrawal, and intense competition, leading to a brutal industry reshuffle [2] - The shift in industry dynamics emphasizes clinical value as the core focus, with capital returning to rationality and competition shifting towards hard power [2] Group 1: Company Failures - *ST Changyao faced multiple crises, including a failed restructuring and financial fraud, resulting in a net asset of -643 million yuan and facing dual delisting risks [3] - Simi Biological, an early player in the mRNA field, entered bankruptcy liquidation due to a broken funding chain after raising over 1.3 billion yuan from 2020 to 2023 [5] - Green Valley Pharmaceutical's core product, "Jiuyi Yi," faced production halts due to expired registration and financial difficulties, leading to operational paralysis [6] - *ST Longjin was delisted due to reliance on a single product, with sales dropping significantly after price reductions and failed diversification attempts [7] - Shanghai Jinzhongnuomei, once a rising star, faced bankruptcy liquidation due to funding issues and high R&D costs [8] - Lizhu Group exited the PD-1 market after incurring significant losses, highlighting the challenges of entering saturated markets [9] - Ruike Biological's founder lost control of the company despite nearing commercialization of a core product, reflecting the struggles of innovation-driven firms [10] - Betta Pharmaceuticals faced a trust crisis due to overdue milestone payments, exposing cash flow issues in the innovative drug sector [11] - Keyuan Pharmaceutical's 3.58 billion yuan acquisition plan fell through, missing a critical transformation opportunity amid market changes [13] - Jikai Gene's founder faced legal issues due to an inability to repay 227 million yuan in debt, illustrating the pressures of capital constraints on companies [14]